Agentic Capabilities

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This capability is planned but not yet available. This page will be updated once it ships.

Today, the AI Agent can only answer questions about existing data (see Insights and inquiries); it cannot yet change anything in the system. A future phase will let it take actions on your behalf - such as posting a journal entry or creating a record - always strictly within the bounds of your own permissions, and always with your explicit confirmation before anything is committed.